First Purpose Wealth LLC J P Morgan ETF Tr U S Quality Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, First Purpose Wealth LLC holds 8,581 shares of JQUA stock, worth $499,414. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,581
Previous 8,531
0.59%
Holding current value
$499,414
Previous $408,000
11.03%
% of portfolio
0.16%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding JQUA
# of Institutions
338Shares Held
69MCall Options Held
0Put Options Held
0-
Signaturefd, LLC Atlanta, GA5.53MShares$322 Million6.03% of portfolio
-
Savant Capital, LLC5.12MShares$298 Million2.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.54MShares$206 Million0.09% of portfolio
-
St Germain D J CO Inc Springfield, MA2.64MShares$154 Million7.03% of portfolio
-
Annex Advisory Services, LLC2.57MShares$150 Million5.28% of portfolio